HFGO vs. AGIX ETF Comparison

Comparison of Hartford Large Cap Growth ETF (HFGO) to KraneShares Artificial Intelligence & Technology ETF (AGIX)

HFGO

Hartford Large Cap Growth ETF

HFGO Description

Hartford Large Cap Growth ETF Seeks capital appreciation. The fund is an opportunistic growth fund that looks for early signs of accelerating fundamentals.

Grade (RS Rating)

Last Trade

$23.07

Average Daily Volume

4,751

Number of Holdings ^*

* may have additional holdings in another (foreign) market

AGIX

KraneShares Artificial Intelligence & Technology ETF

AGIX Description

AGIX provides exposure to global opportunities across the artificial intelligence value chain. The fund focuses on stocks involved in AI applications, hardware, or infrastructure. Individual stocks are selected based on a proprietary industry relevance score. The assessment of relevance is based on revenue, business descriptions, public filings, press releases, and financial disclosures directly tied to AI related business. In addition to industry relevance, stocks must have a minimum market-cap of $2 billion USD and meet minimum trading liquidity requirements to be considered for the index. The underlying index is reconstituted and rebalanced on a quarterly basis. Holdings will contain primarily listed stocks but can also be private companies, which are not securities included in the underlying index. The fund may also use derivatives such as swaps, forwards, futures and structured notes.

Grade (RS Rating)

Last Trade

$28.30

Average Daily Volume

3,652

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HFGO	AGIX
30 Days	4.24%	9.67%
60 Days	7.50%	12.31%
90 Days	8.74%	13.34%
12 Months	43.92%

14 Overlapping Holdings

Symbol	Grade	Weight in HFGO	Weight in AGIX	Overlap
AAPL	C	13.05%	4.24%	4.24%
AMZN	C	6.94%	5.12%	5.12%
ANET	C	2.19%	1.42%	1.42%
ARM	D	0.79%	1.26%	0.79%
AVGO	D	4.05%	2.44%	2.44%
CRM	B	0.78%	4.0%	0.78%
DDOG	A	0.46%	2.05%	0.46%
GOOGL	C	6.1%	3.41%	3.41%
META	D	4.97%	7.37%	4.97%
MRVL	B	0.98%	1.51%	0.98%
MSFT	F	5.6%	7.74%	5.6%
MU	D	1.02%	1.01%	1.01%
NOW	A	1.96%	3.71%	1.96%
NVDA	C	12.45%	5.23%	5.23%

HFGO Overweight 26 Positions Relative to AGIX

Symbol	Grade	Weight
SPOT	B	2.62%
LLY	F	2.35%
TW	A	2.34%
AXON	A	2.25%
UBER	D	1.88%
DKNG	B	1.57%
RCL	A	1.53%
KKR	A	1.49%
ONON	A	1.43%
NFLX	A	1.29%
NTRA	B	1.27%
LYV	A	1.22%
GE	D	1.19%
PINS	D	1.19%
ORLY	B	1.17%
TRGP	B	1.17%
FLEX	A	1.05%
ISRG	A	1.02%
EXAS	D	0.99%
VRTX	F	0.91%
TMUS	B	0.84%
DELL	C	0.82%
ALGN	D	0.78%
BSX	B	0.74%
AVB	B	0.68%
DAL	C	0.54%

HFGO Underweight 20 Positions Relative to AGIX

Symbol	Grade	Weight
ADBE	C	-3.14%
TSLA	B	-3.07%
INTU	C	-2.87%
DUOL	A	-2.48%
ORCL	B	-2.29%
ZS	C	-2.26%
PLTR	B	-2.21%
ESTC	C	-2.2%
WDAY	B	-2.18%
SNOW	C	-2.17%
PANW	C	-2.08%
NET	B	-1.76%
RBLX	C	-1.72%
GTLB	B	-1.65%
PSTG	D	-1.5%
VRT	B	-1.43%
MDB	C	-1.36%
QCOM	F	-1.13%
SNPS	B	-1.1%
AMD	F	-1.09%